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Avail. January 1, 2000
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Estate Planners, Eckhardt's Workbook for Wisconsin
  • AK0047
  • 1-57862-002-3

870+ pp. + CD-ROM
6th ed. 2014

ISBN: 1-57862-002-3


Only one sourcebook demystifies the increasingly complex and difficult subject of estate planning - Eckhardt's Workbook for Wisconsin Estate Planners. That's why this estate planning classic is a best-seller.

The Workbook is a one-stop reference book with a practical, how-to approach. Checklists, examples, tables, charts, and diagrams simplify and integrate the topical discussions. Annotated sample forms illustrate how general principles can be applied in practice.

With your copy you will receive a CD with a complete set of unannotated forms from the book.

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Summary of contents

  1. The Estate Planning Process: An Overview
  2. Representing the Client: The Basics
  3. Planning Nonprobate Transfers
  4. Drafting a Will Without a Trust
  5. Drafting a Will with Trust Provisions
  6. Drafting When Death Taxes Are Involved
  7. Using Revocable Trusts
  8. Purposes and Techniques of Making Gifts
  9. Marital Property Agreements
  10. Estate Planning for Owners of Closely Held Businesses
  11. Miscellaneous Estate Planning Issues
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